The Art of Succession · 2025-05-20 · 56 min
In this episode of The Art of Succession podcast, host Barrett Young interviews Charles Read, CEO of Get Payroll in Dallas, Texas, who shares his 30-year entrepreneurial journey and succession planning strategy. Listeners will gain valuable insights into business transitions, strategic specialization, and creating a meaningful exit plan. From Corporate World to Business Ownership Charles, a CPA with 47 years of experience, spent 15 years in the corporate world before purchasing an accounting franchise called Financial Express in 1991. When the franchise company went bankrupt a year later, Charles simply changed the name and continued operations independently. He and his wife built the business together, primarily serving business clients rather than individual tax returns, and eventually brought on a partner named Robert to handle the increasing workload. Strategic Specialization and Business Division About ten years ago, Charles made the strategic decision to split the business, selling the accounting practice to his partner while retaining the payroll operations. Unlike most CPAs who typically shed payroll services, Charles found payroll more interesting and complex.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
How Education Founders Build Succession Plans that Scale Impact Beyond Themselves With Ryan Steuer87 / 100
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Leadership Succession Models for Founders to Scale Impact and Sell Without Chaos with Bob Labbe76 / 100
Succession Planning Secrets for CPAs to Buy into Partnerships with Confidence - Albert Butler CPA MBA75 / 100
Succession Planning for CPA Firm Leaders to Future-Proof a 125-Year Legacy - Rebekah Olson, CPA75 / 100
